Engagement close

As a professional services business, capturing lessons learned is an important part of improving business processes and ensuring continued success. advaise.app makes it easy to capture and record these lessons learned to inform future engagements.

Click the + Add button to add a new lesson learned or click on an existing record to update it.

Give the lesson a title that clearly articulates what was learned.

Assign a category, choosing from:

  1. Planning
  2. Stakeholders
  3. Resourcing
  4. Delivery
  5. Commercials
  6. Other

Add any relevant information about the engagement, such as challenges faced, successes achieved, and areas for improvement. You can also add notes about what was learned, for example what worked well and what could be improved in the future.

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